STATE CLASSIFICATION JOB DESCRIPTION


Salary Group B20

Class No. 2915

RETIREMENT SYSTEM BENEFITS SPECIALIST V

GENERAL DESCRIPTION

Performs advanced (senior-level) retirement or benefits program administration and assistance work. Work involves overseeing the determination of benefits eligibility, the processing of applications for benefits, and the coordination of retirement or benefit seminars. May plan, assign, and/or supervise the work of others. Works under minimum supervision, with extensive latitude for the use of initiative and independent judgment.

EXAMPLES OF WORK PERFORMED

Oversees the processing of service or disability retirement applications and death claims for beneficiaries.

Coordinates and/or conducts individual or group retirement or benefits seminars.

Evaluates the authenticity of records and certifications.

Evaluates and analyzes system-generated files and data for accuracy.

Participates in program planning, procedural development, and policy changes.

Participates in strategic planning for benefits changes.

Interprets laws, rules, and regulations governing employee retirement or benefits programs.

Reconciles benefit discrepancies, financial data, and bank statements or reports of financial data.

Determines trends and resolves operational inefficiencies.

May complete, reconcile, and submit purchase vouchers for payment.

May coordinate publication projects and develop formats, graphics, and layouts of benefits communication materials.

May conduct benefit system testing and evaluation.

May plan, assign, and/or supervise the work of others.

Performs related work as assigned.

GENERAL QUALIFICATION GUIDELINES

Experience and Education

Experience in retirement or benefit program work. Graduation from an accredited four-year college or university with major coursework in business administration, insurance, or a related field is generally preferred. Experience and education may be substituted for one another.

Knowledge, Skills, and Abilities

Knowledge of mathematics and retirement or benefits laws, policies, rules, and procedures.

Skill in the use of a computer and office equipment.

Ability to interpret employee benefits and retirement program rules; to maintain accurate records; to recognize and solve problems; to perform mathematical calculations; to reconcile financial data; to communicate effectively; and to plan, assign, and/or supervise the work of others.


State Auditor’s Office

Revised 9-1-17